Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 5,931 institutions that hold shares in the stock, with a total of 4.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$579,498
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
1,304
shares
|
$579,054
0.24% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
1,303
shares
|
$578,610
0.29% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
1,300
shares
|
$577,278
0.12% of portfolio
|
Q1 2024
Reduced 58.8%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$577,278
0.59% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
1,299
shares
|
$576,833
0.59% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
1,296
shares
|
$575,501
0.32% of portfolio
|
Q2 2024
Added 44.64%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
1,290
shares
|
$572,837
0.22% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,286
shares
|
$571,061
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
1,283
shares
|
$569,728
0.18% of portfolio
|
Q3 2023
Reduced 7.23%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,277
shares
|
$567,064
0.32% of portfolio
|
Q3 2024
Added 22.44%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
1,275
shares
|
$566,176
0.21% of portfolio
|
Q4 2024
Reduced 80.27%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,275
shares
|
$566,176
0.32% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,272
shares
|
$564,844
0.11% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
1,270
shares
|
$563,956
0.22% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
1,265
shares
|
$561,735
0.22% of portfolio
|
Q2 2024
Reduced 46.06%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$560,847
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
1,262
shares
|
$560,403
0.33% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,262
shares
|
$560,403
0.13% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Applied Capital LLC
|
Jan 23, 2025 Q4 2024 |
1,258
shares
|
$558,627
0.29% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$557,295
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,252
shares
|
$555,963
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$553,742
5.55% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
1,242
shares
|
$551,522
0.38% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
1,242
shares
|
$551,522
0.36% of portfolio
|
Q3 2024
Added 0.16%
|